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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Amazon AMZN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$4.26M Buy
26,160
+2,700
+12% +$431K 1.06% 9
2020
Q3 		$3.69M Buy
23,460
+1,460
+7% +$230K 1.04% 10
2020
Q2 		$3.04M Sell
22,000
-2,300
-9% -$278K 0.88% 9
2020
Q1 		$2.37M Buy
24,300
+1,880
+8% +$182K 0.66% 10
2019
Q4 		$2.07M Buy
22,420
+1,440
+7% +$127K 0.48% 18
2019
Q3 		$1.82M Buy
20,980
+420
+2% +$38.9K 0.46% 22
2019
Q2 		$1.95M Buy
20,560
+40
+0.2% +$3.73K 0.52% 18
2019
Q1 		$1.83M Sell
20,520
-940
-4% -$78.2K 0.52% 19
2018
Q4 		$1.61M Buy
21,460
+5,000
+30% +$416K 0.52% 19
2018
Q3 		$1.65M Sell
16,460
-180
-1% -$16.9K 0.56% 14
2018
Q2 		$1.41M Buy
16,640
+540
+3% +$42.9K 0.51% 13
2018
Q1 		$1.17M Sell
16,100
-220
-1% -$15.7K 0.42% 16
2017
Q4 		$1.18M Buy
16,320
+1,600
+11% +$88K 3.1% 9
2017
Q3 		$707K Buy
14,720
+180
+1% +$8.84K 0.29% 26
2017
Q2 		$703K Buy
14,540
+4,000
+38% +$191K 0.28% 26
2017
Q1 		$468K Buy
10,540
+5,860
+125% +$244K 0.19% 33
2016
Q4 		$176K Buy
4,680
+340
+8% +$13.3K 0.05% 74
2016
Q3 		$181K Buy
4,340
+1,240
+40% +$47.5K 0.07% 61
2016
Q2 		$110K Hold
3,100
– – 0.04% 95
2016
Q1 		$92K Hold
3,100
– – 0.04% 92
2015
Q4 		$105K Buy
+3,100
New +$97.7K 0.05% 83

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's AMZN Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its Amazon (AMZN) stake by 12% in Q4 2020, buying an estimated $431K and bringing the position to 26,160 shares worth $4.26M. The position accounts for 1.06% of the portfolio, ranked #9.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AMZN in Q4 2015 and has held it in 21 quarters since. 3,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 26,160 shares of Amazon worth $4.26M as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 2,700 Amazon shares in Q4 2020, an estimated $431K.
  • Amazon made up 1.06% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #9 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Amazon in Q4 2015 and has held it in 21 quarters since.
  • 3,724 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.